碩士 / 國立中央大學 / 財務金融學系碩士在職專班 / 93 / It’s no doubt that wealth management has been playing a major role in the businesses for domestic banking industry recently. Every financial holding company (FHC) has invested considerable capitals in establishing systems and in recruiting financial consultants for wealth management. However, when you tried to understand more deeply in the services pattern they provided for the wealth management, we found most of those services were still focusing on the marketing of the varieties of financial products. It’s obvious that this pattern cannot be satisfactory to high net worth individuals (HNWIs)，while HNWIs need not only an investment tool but also concern on the issues such as political risk, asset protection, asset conveyance and tax planning. Therefore, in order to reach the needs for HNWIs, it’s essential to structure a globalize platform for wealth management which can provide a global asset allocation. For the time being, such high-leveled services can only be offered by international private banks such as UBS, Citigroup and Goldman Sachs, etc. This study suggests that domestic FHC should upgrade their services of wealth management to include the offshore wealth management by structuring an offshore trust as a global wealth management platform for HNWIs. Owing to pursuing stable profit, this study also suggests that trustee bank should adopt an absolute return investment strategy (especially a market-neutral strategy) while managing the trust asset portfolio.
| Identifer | oai:union.ndltd.org:TW/093NCU05214005 |
| Date | January 2004 |
| Creators | Chien-Ming Yang, 楊健民 |
| Contributors | Tzu-Kuan Chiu, 邱慈觀 |
| Source Sets | National Digital Library of Theses and Dissertations in Taiwan |
| Language | zh-TW |
| Detected Language | English |
| Type | 學位論文 ; thesis |
| Format | 90 |
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